Whale Rock Capital Management LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$6.7B
Holdings
33
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 821,936 | $742.7B | 11036.75% | |
| 2 | AMZNAMAZON COM INC | 3,638,560 | $656.3B | 9753.58% | |
| 3 | METAMETA PLATFORMS INC | 1,289,164 | $626.0B | 9302.83% | |
| 4 | MSFTMICROSOFT CORP | 1,266,838 | $533.0B | 7920.64% | |
| 5 | NUNU HLDGS LTD | 25,004,827 | $298.3B | 4433.13% | |
| 6 | CRMSALESFORCE INC | 950,736 | $286.3B | 4255.32% | |
| 7 | DUOLDUOLINGO INC | 1,275,189 | $281.3B | 4180.10% | |
| 8 | DKNGDRAFTKINGS INC NEW | 6,178,836 | $280.6B | 4169.69% | |
| 9 | OKTAOKTA INC | 2,275,743 | $238.1B | 3538.21% | |
| 10 | HUBSHUBSPOT INC | 356,270 | $223.2B | 3317.33% | |
| 11 | APPAPPLOVIN CORP | 2,818,974 | $195.1B | 2899.80% | |
| 12 | MRVLMARVELL TECHNOLOGY INC | 2,561,493 | $181.6B | 2698.13% | |
| 13 | TOSTTOAST INC | 7,187,434 | $179.1B | 2661.75% | |
| 14 | CLSEURCELESTICA INC | 3,774,912 | $169.6B | 2521.08% | |
| 15 | EXPEEXPEDIA GROUP INC | 1,194,326 | $164.5B | 2444.90% | |
| 16 | GWREGUIDEWIRE SOFTWARE INC | 1,270,870 | $148.3B | 2204.22% | |
| 17 | PDDPDD HOLDINGS INC | 1,238,584 | $144.0B | 2139.76% | |
| 18 | JBLJABIL INC | 967,518 | $129.6B | 1925.96% | |
| 19 | MUMICRON TECHNOLOGY INC | 1,058,492 | $124.8B | 1854.43% | |
| 20 | COHRCOHERENT CORP | 2,041,374 | $123.7B | 1839.01% | |
| 21 | HCPHASHICORP INC | 4,565,728 | $123.0B | 1828.58% | |
| 22 | MLB1MERCADOLIBRE INC | 80,879 | $122.3B | 1817.28% | |
| 23 | CYBRCYBERARK SOFTWARE LTD | 459,828 | $122.1B | 1815.18% | |
| 24 | FNFABRINET | 620,879 | $117.4B | 1744.06% | |
| 25 | ESTCELASTIC N V | 1,147,224 | $115.0B | 1708.97% | |
| 26 | MNDYMONDAY COM LTD | 431,365 | $97.4B | 1447.94% | |
| 27 | PANWPALO ALTO NETWORKS INC | 319,888 | $90.9B | 1350.71% | |
| 28 | CDNSCADENCE DESIGN SYSTEM INC | 213,297 | $66.4B | 986.69% | |
| 29 | WDAYWORKDAY INC | 230,974 | $63.0B | 936.21% | |
| 30 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 236,418 | $32.2B | 478.00% | |
| 31 | MDBMONGODB INC | 55,485 | $19.9B | 295.72% | |
| 32 | AAOIAPPLIED OPTOELECTRONICS INC | 1,333,957 | $18.5B | 274.76% | |
| 33 | KVYOKLAVIYO INC | 579,113 | $14.8B | 219.28% |